Senior Executive, Private Wealth Services

Key Responsibilities 1. Drive Client Acquisition and Foster Long-term Relationships Proactively prospect and acquire new clients while nurturing lasting relationships to meet individual targets. Actively strengthen and deepen relationships with existing clients both onshore & offshore to build a strong foundation for sustained customer growth. 2. Provide...

Roles & ResponsibilitiesPrivate Banking Wealth Management - Business Oversight Compliance and Corporate Bank6 months contractAbout Private BankThe client provides private banking, wealth planning, credit and investment solutions, and brokerage services to private and intermediary clients. Additionally, our clients benefit from access to the breadth of...

Senior Client Advisor, Private Wealth - Reserve Client Segment (Onshore)Posting Date: 1 Jun 2024Location:Singapore (City Area), Singapore, SGCompany: United Overseas Bank LtdAbout UOBUnited Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe...

Key Responsibilities Meeting with clients to understand their financial goals and conduct comprehensive financial needs analysis to assess their current financial situations. Developing personalized financial plans and recommending strategies for wealth preservation, investment, retirement planning and estate planning. Building and maintaining strong...

As a Team Manager – Wealth Management, you will play a pivotal role in leading and developing our Wealth Managers to achieve strong financial objectives.   Key Responsibilities ·       Lead and Develop: Manage and lead a team of Wealth Managers, fostering accountability through performance management and providing sales coaching and development to...

As a Team Manager - Wealth Management, you will play a pivotal role in leading and developing our Wealth Managers to achieve strong financial objectives.Key Responsibilities- Lead and Develop: Manage and lead a team of Wealth Managers, fostering accountability through performance management and providing sales coaching and development to every team member.-...

About Lending Transactor Role Excellent understanding and experience of Insurance Financing originations (Private Banking and/or Consumer banking), process flows, country and regional regulations, market practices and product features. Good understanding of Insurance industry regime and various product types. The Lending Transactor is an experienced lending...

This is a rare opportunity for a junior Lawyer to join the highly ranked private wealth practice of an international firm's established Singapore office.The team is predominantly focussed on advising international high net worth families and individual clients on their tax, trust, fund management, and regulatory matters. The team is part of a practice...

YOUR IMPACTThe Alternative Capital Markets (ACM) group within the Asset & Wealth Management Division (AWM) is looking for a Vice President/Executive Director to join the team based in Singapore. The Alternative Capital Markets Group is responsible for structuring, sourcing and capital raising capital from Goldman Sachs ultra high net worth individuals and...

About Our Client Our client is an exciting wealth and asset manager that invests across various strategies. Over the next five-six years, they are aiming to double their AUM and get closer to the ten-billion mark. They are hoping to achieve that milestone by opening new markets, expanding their product offerings for existing client base, and entering into JV...

Our client, a international private bank is looking for a candidate to join their team as a wealth planner support, to assist the senior wealth planning team. General Role DescriptionMarketing SupportAnswer queries from Relationship Managers (RMs)/clientsCoordinate with the Trust Company AdministratorsCoordinate with Insurance Brokers / Third Party...

Description:Opening up 5 slots for an exclusive 9-DAY Wealth Management Internship.In just 9 Days, learn and experience far more than what you might in a 3-6 month long internship.Allowance from $ * for 9 days internshipInterns will be able to undergo training for:– Investment & financial market knowledge from the perspective of the top 1% of practitioners...

Singapore- Wealth Management- PermanentOur client is a global Swiss private banking business seeking a senior Relationship Manager.The position will be a key part in delivering the bank's financial solutions to high net wealth clients.Responsibilities: Develop and maintain client relationships Work with key business partners to satisfy sales targets Daily...

Roles & ResponsibilitiesFor all fresh graduates:What you will get from the career:Accelerated career growth with plenty of professional development opportunities. Nurturing work environment & staff welfare. Mentorship with industry professionals to develop diverse skillsets. Flexible work arrangements with attractive remuneration packages.What will you...

Private Banking Relationship Manager (AVP/VP) Private Banking Relationship Manager (AVP/VP) China CITIC Bank International Limited (SG Branch) Singapore Posted 3 days ago In-Office Job Permanent Competitive Job Purpose:Acquire and grow high net worth individual customer base through effective relationship management, with special focus on the customers'...

Roles & ResponsibilitiesAre you ready to empower others with financial wisdom?Join us as a Wealth Advisor and step into a role where you'll make a real difference.We believe that a successful career goes beyond monetary rewards. Every day is a chance to make a real difference. Whether it's medical or financial protection, you are empowered to help your...

Wealth Management Intern (Part Time) Looking for a rewarding student life and get ahead of your peers in qualifications and experience? We have internship programmes specially catered for students in financial services and agency management: • Industry recognised certifications in financial services industry • Full training on financial services and...

Wealth Management Intern (Part Time)Looking for a rewarding student life and get ahead of your peers in qualifications and experience?We have internship programmes specially catered for students in financial services and agency management:• Industry recognised certifications in financial services industry• Full training on financial services and...

Main Responsibilities: The role of the Private Wealth Management Relationship Manager (RM) is to understand the client requirement, ensure superior service and provide regular updates to the client on financial markets developments and on clients’ portfolios Active acquisition of new clients and manage all aspects of client relationship including but not...

Roles & ResponsibilitiesTake a Look at What You Will Be DoingHey there, are you ready to put your analytical skills into action and deepen your knowledge of Private Wealth Management (PWM)? We're in need of a professional to join our Client Onboarding (COB) team. Your main gig will be collaborating with Legal, Management, Compliance, and AML Compliance to...